Family Business http://wealthmanagement.com/taxonomy/term/23691/more en Fighting the “Blob” http://wealthmanagement.com/family-business/fighting-blob <div class="field-deck"> Structural solutions don’t work to resolve the issues of complex generational systems </div> <div class="node-body article-body">Matthew Wesley maintains that more structure isn't always the right answer</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/fighting-blob" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/fighting-blob#comments Family Business Premium T&E Mon, 23 Feb 2015 20:14:00 +0000 790701 at http://wealthmanagement.com Selling the Family Business http://wealthmanagement.com/family-business/selling-family-business <div class="field-deck"> Maximize the value on the sale while avoiding conflict </div> <div class="node-body article-body">David Thayne Leibell discusses how to maximize the value on the sale of a family business while avoiding conflict</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/selling-family-business" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/selling-family-business#comments Family Business Premium T&E Mon, 23 Feb 2015 19:18:00 +0000 790661 at http://wealthmanagement.com Listening to the Unspoken http://wealthmanagement.com/family-business/listening-unspoken <div class="field-deck"> How enterprise families evaluate and select wealth advisors </div> <div class="node-body article-body">Gregory T. Rogers, G. Scott Budge & Lauris S. Lambergs highlight how enterprise families evaluate and select wealth advisors</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/listening-unspoken" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/listening-unspoken#comments Family Business Premium T&E Mon, 23 Feb 2015 19:08:00 +0000 790641 at http://wealthmanagement.com Evolving in Changing Times http://wealthmanagement.com/family-business/evolving-changing-times <div class="field-deck"> Best practices to promote family sustainability </div> <div class="node-body article-body">Fredda Herz Brown offers some best practices to help promote family stability</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/evolving-changing-times" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/evolving-changing-times#comments Family Business Premium T&E Mon, 23 Feb 2015 19:00:00 +0000 790531 at http://wealthmanagement.com The Generational Transfer of Wealth and its Impact on Financial Advisory Practices http://wealthmanagement.com/business-planning/generational-transfer-wealth-and-its-impact-financial-advisory-practices <div class="field-deck"> The Greater Transfer is coming and it will have a huge impact on your ability to sell your firm for top dollar when that time comes </div> <div class="node-body article-body">The Greater Transfer is coming and it will have a huge impact on your ability to sell your firm for top dollar when that time comes</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/generational-transfer-wealth-and-its-impact-financial-advisory-practices" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/generational-transfer-wealth-and-its-impact-financial-advisory-practices#comments Business Planning Family Business Estate Planning Retirement Planning Thu, 19 Feb 2015 15:26:00 +0000 787111 at http://wealthmanagement.com David De Lossy/Photodisc/Thinkstock Industry Insights with Amelia Renkert-Thomas, Withers Consulting Group http://wealthmanagement.com/wealth-planning/industry-insights-amelia-renkert-thomas-withers-consulting-group <div class="node-body video-body">Amelia Renkert-Thomas, Joint Managing Director, Withers Consulting Group, discusses the benefits of engaged ownership for family businesses.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wealth-planning/industry-insights-amelia-renkert-thomas-withers-consulting-group" target="_blank">read more</a></p> http://wealthmanagement.com/wealth-planning/industry-insights-amelia-renkert-thomas-withers-consulting-group#comments Wealth Planning Family Business Fri, 06 Feb 2015 15:33:00 +0000 774731 at http://wealthmanagement.com How Family Offices Can Minimize Fraud Risk http://wealthmanagement.com/high-net-worth/how-family-offices-can-minimize-fraud-risk <div class="field-deck"> A 2014 study indicates that smaller organizations are more often victims and suffer disproportionately large losses </div> <div class="node-body article-body">Just as small businesses are more prone to employee fraud and theft because they tend to lack policies and procedures for preventing fraud, family offices also tend to lack adequate anti-fraud controls, which can put them at higher risk.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/how-family-offices-can-minimize-fraud-risk" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/how-family-offices-can-minimize-fraud-risk#comments Family Business High Net Worth Public Thu, 05 Feb 2015 16:34:00 +0000 773331 at http://wealthmanagement.com vitanovski/iStock/Thinkstock Bridging the Gap http://wealthmanagement.com/family-business/bridging-gap <div class="field-deck"> Succession planning from millennials’ perspective </div> <div class="node-body article-body">As the baby boomer generation begins to retire, the dynamics within family owned businesses will dramatically change. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/bridging-gap" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/bridging-gap#comments Family Business Public Tue, 20 Jan 2015 16:24:00 +0000 756441 at http://wealthmanagement.com Succession Planning for Family Businesses http://wealthmanagement.com/family-business/succession-planning-family-businesses <div class="field-deck"> Focus on three critical areas to help your clients improve the transition period for the next generation </div> <div class="node-body article-body">While succession planning is complex and more of an art than a science, by focusing on three critical areas, you can help your clients improve the transition period of their businesses. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/succession-planning-family-businesses" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/succession-planning-family-businesses#comments Family Business Public Tue, 20 Jan 2015 15:54:00 +0000 756371 at http://wealthmanagement.com Bridge the Gap With the Next Generation of Heirs http://wealthmanagement.com/estate-planning/bridge-gap-next-generation-heirs <div class="field-byline"> Jeff Lamb </div> <div class="field-deck"> The best financial advisors pride themselves on their ability to navigate a client through the emotions of the market, helping them deal with the issues that come with having wealth and needing income. </div> <div class="node-body article-body">The best financial advisors pride themselves on their ability to navigate a client through the emotions of the market, helping them deal with the issues that come with having wealth and needing income.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/bridge-gap-next-generation-heirs" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/bridge-gap-next-generation-heirs#comments Family Business Estate Planning Wed, 24 Dec 2014 15:07:00 +0000 738551 at http://wealthmanagement.com cookamd/iStock/Thinkstock